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Course Information

Microsoft Dynamics 365 Field Service MB240 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Configure Field Service

In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including bookable resources

Lessons

  • Configure Microsoft Dynamics 365 Field Service
  • Configure bookable resources
  • Schedule crews, facilities, and resource pools

After completing this module, students will be able to:

  • Configure Field Service
  • Configure bookable resources
  • Configure and schedule crews, facilities, and resource pools

Module 2: Manage work orders

In this module, we will explore work orders, incident types and inspections.

Lessons

  • Work order management, agreements, inventory and purchasing
  • Manage incident types
  • Inspections

After completing this module, students will be able to:

  • Handle work orders, agreements, inventory and purchasing
  • Mange incident types
  • Create and manage inspections

Module 3: Schedule and dispatch work orders

In this module, we will learn how to work with the schedule board to schedule and dispatch work orders

Lessons

  • Manage scheduling options
  • Customize the schedule board
  • Deploy Resource Scheduling Optimization (RSO)

After completing this module, students will be able to:

  • Schedule and dispatch work orders
  • Customize the schedule board
  • Deploy RSO

Module 4: Field Service Mobile App

In this module, we will learn how customize and configure the Field Service mobile app.

Lessons

  • Get started with the Field Service mobile app
  • Customize and configure the mobile app
  • Integrate Remote Assist

After completing this module, students will be able to:

  • Customize and configure the Field Service mobile app
  • Integrate Remote Assist

Module 5: Manage inventory and purchasing

In this module, we will learn how to manage inventory and purchasing in work orders

Lessons

  • Configure Field Service work orders

After completing this module, students will be able to:

  • Configure work orders
  • Manage inventory using inventory management and warehouse management
  • Make inventory adjustments and transfers

Module 6: Implement assets and connected devices

In this module, we will introduce Connected Field Service, customer assets and creating work orders from IoT data

Lessons

  • Customer assets
  • Create work orders from IoT data

After completing this module, students will be able to:

  • Create and associate customer assets
  • Create work orders from IoT data using Connected Field Service

Module 7: Microsoft Power Platform and Field Service

In this module, we will learn how to use the Microsoft Power Platform to create custom apps to enhance your Field Service solution

Lessons

  • Create custom apps
  • Gather feedback with Customer Voice

After completing this module, students will be able to:

  • Create custom apps for Dynamics 365 Field Service
  • Gather customer feedback using Customer Voice

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Who should attend this Microsoft training course?

This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.

  • Job role: Functional Consultant
  • Preparation for exam: MB-240

Prerequisites

There are no formal prerequisites for this course.

Microsoft Dynamics 365 Field Service MB240 Course Overview

Dynamics 365 Field Service helps organizations better position themselves in the market by providing a variety of tools that assist in identifying and scheduling resources and managing workloads for mobile workers. This course will equip students with the skills necessary to identify and configure the key components that are used to deliver Field Service and mobile solutions. Key topics include identifying the organizational considerations that will drive configuration decisions and common configuration aspects. This course helps students better understand the bigger picture and end goals focused on implementations that aid in designing more efficient solutions that align with customer and organizational goals.

What you will gain from taking this Microsoft training course:

  • Identify the key components involved in Field Service Implementations.
  • Define the products and services that will be delivered to customers.
  • Determine which pricing options to use in specific scenarios.
  • Determine which resources are required.

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What's included within this Microsoft training course?

  • Experienced tutor

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Microsoft Dynamics 365 Field Service Exam Information | MB-240

  • Configure field service applications (20-25%)
  • Manage work orders (15-20%)
  • Schedule and dispatch work orders (20-25%)
  • Manage field service mobility (10-15%)
  • Manage inventory and purchasing (10-15%)
  • Manage assets and agreements (10-15%)

Please Note: The exam is not included in the cost of this course

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Why choose us

Ways to take this course

Our easy to use Virtual platform allows you to sit the course from home with a live instructor. You will follow the same schedule as the classroom course, and will be able to interact with the trainer and other delegates.

Our fully interactive online training platform is compatible across all devices and can be accessed from anywhere, at any time. All our online courses come with a standard 90 days access that can be extended upon request. Our expert trainers are constantly on hand to help you with any questions which may arise.

What our customers are saying

Frequently asked questions

FAQ's

Please arrive at the venue at 8:45am.
There are no formal prerequisites for this course.
This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.
We can provide support via phone & email prior to attending, during and after the course.
Delegate pack consisting of course notes and exercises, Manual, Experienced Instructor, and Refreshments
This course is 3 day(s).
Once your booking has been placed and confirmed, you will receive an email which contains your course location, course overview, pre-course reading material (if required), course agenda and payment receipts
The price for Microsoft Dynamics 365 Field Service MB240 certification in the United States starts from $3095
The Knowledge Academy is the Leading global training provider in the world for Microsoft Dynamics 365 Field Service MB240.

Why choose us

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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Trusted & Approved

Microsoft Dynamics 365 Training

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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Looking for more information on Microsoft Dynamics 365 Training?

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Microsoft Dynamics 365 Field Service Functional Consultant Associate

Save upto 40%
2 courses
Included courses:

Microsoft Dynamics 365 Field Service MB240$4395

Microsoft Power Platform Functional Consultant PL200$4695

Total without package:  $9090

Package price:  $5495 (Save $3595)

Purchase now